SWM
Segment Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
4,592
+170
| +4% | +$38.5K | 0.07% | 159 |
|
|
2025
Q1 | $734K | Buy |
4,422
+85
| +2% | +$14.1K | 0.05% | 174 |
|
|
2024
Q4 | $857K | Buy |
4,337
+2,940
| +210% | +$581K | 0.06% | 161 |
|
|
2024
Q3 | $243K | Buy |
+1,397
| New | +$243K | 0.02% | 241 |
|
|
2022
Q4 | – | Sell |
-122,779
| Closed | -$8.42M | – | 223 |
|
|
2022
Q3 | $8.42M | Buy |
122,779
+17,431
| +17% | +$1.2M | 1.05% | 42 |
|
|
2022
Q2 | $8.61M | Buy |
105,348
+8,676
| +9% | +$709K | 1.09% | 39 |
|
|
2022
Q1 | $10.1M | Buy |
96,672
+8,740
| +10% | +$911K | 1.04% | 34 |
|
|
2021
Q4 | $10.6M | Buy |
87,932
+1,759
| +2% | +$212K | 1.11% | 23 |
|
|
2021
Q3 | $9.62M | Buy |
86,173
+1,319
| +2% | +$147K | 1.14% | 26 |
|
|
2021
Q2 | $10.2M | Buy |
84,854
+1,655
| +2% | +$199K | 1.21% | 18 |
|
|
2021
Q1 | $9.84M | Sell |
83,199
-1,119
| -1% | -$132K | 1.31% | 15 |
|
|
2020
Q4 | $9.19M | Sell |
84,318
-18,033
| -18% | -$1.97M | 1.33% | 13 |
|
|
2020
Q3 | $8.3M | Sell |
102,351
-7,263
| -7% | -$589K | 1.35% | 17 |
|
|
2020
Q2 | $6.22M | Buy |
109,614
+1,170
| +1% | +$66.4K | 1.15% | 28 |
|
|
2020
Q1 | $5.18M | Buy |
108,444
+2,397
| +2% | +$115K | 1.15% | 31 |
|
|
2019
Q4 | $6.16M | Buy |
106,047
+1,982
| +2% | +$115K | 1.04% | 29 |
|
|
2019
Q3 | $4.84M | Buy |
104,065
+3,465
| +3% | +$161K | 0.95% | 39 |
|
|
2019
Q2 | $3.94M | Buy |
100,600
+5,098
| +5% | +$200K | 0.8% | 50 |
|
|
2019
Q1 | $3.91M | Buy |
95,502
+2,022
| +2% | +$82.8K | 0.83% | 50 |
|
|
2018
Q4 | $3.45M | Buy |
93,480
+4,811
| +5% | +$178K | 0.87% | 45 |
|
|
2018
Q3 | $3.92M | Buy |
88,669
+766
| +0.9% | +$33.8K | 0.85% | 45 |
|
|
2018
Q2 | $3.21M | Buy |
87,903
+1,964
| +2% | +$71.8K | 0.76% | 56 |
|
|
2018
Q1 | $3.76M | Buy |
85,939
+1,569
| +2% | +$68.6K | 0.94% | 41 |
|
|
2017
Q4 | $3.35M | Buy |
84,370
+1,246
| +1% | +$49.4K | 0.81% | 49 |
|
|
2017
Q3 | $3.12M | Buy |
83,124
+5,875
| +8% | +$221K | 0.83% | 49 |
|
|
2017
Q2 | $2.7M | Buy |
77,249
+5,933
| +8% | +$207K | 0.74% | 56 |
|
|
2017
Q1 | $2.34M | Buy |
+71,316
| New | +$2.34M | 0.76% | 54 |
|